Michael William Kite

Current Employers

Employment History

• 06/2011 → Present
  Purshe Kaplan Sterling Investments
  Lombard, IL
• 01/2012 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 02/2012 → 12/2018
  Faermark & Williams
  Lombard, IL
• 01/2019 → Present
  Williams & Kite, Llc
  Lombard, IL

Other Businesses

1) Williams & Kite, LLC; Not investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Law firm; Partner and Attorney; 1/2019;160 hours/month devoted; 120 hours during securities trading hours; Estate planning, commercial and residential real estate law, corporate law. 2) Sole Proprietor; Investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Insurance sales; Insurance agent; 6/2011; 5 hours/month devoted; 5 hours during securities trading hours; Insurance sales. 3) Pinnacle Wealth Management, LLC; Investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; D.B.A entity for investment related business through Purshe Kaplan Sterling Investments, Inc.; Member; 10/2011; 10 hours/month devoted; 10 hours during securities trading hours; investment services through Purshe Kaplan Sterling Investments, Inc. 4) Purshe Kaplan Sterling Investments, Inc.; Investment-related; 80 State Street, Albany, NY 12207; Broker-dealer; Registered Representative; 6/2011; 5 hours/month devoted; 5 hours during securities trading hours; sell securities. 5) Forum Administrative Services; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Entity created to pay shared overhead expenses; Director; 07/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversee and manage overhead costs and attend board meetings 6) Budzinski Family Foundation; Not investment related; 470 Park Court Hartland, WI 53029; Not for Profit Corporation formed for the purpose of benefitting local communities for purposes of health care, health care research, education, spirituality, and animal welfare; Director and Secretary; December 2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Assist in the selection of other nonprofit organizations to receive foundation funding and maintain official records by documenting meetings and safeguarding foundation documents.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16

Other Names

• Michael W Kite